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V Wealth Advisors’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

V Wealth Advisors’s Portfolio OPER Stock Details OPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$238K Sell
2,378
-212
-8% -$21.3K 0.19% 96
2023
Q2 		$260K Buy
+2,590
New +$260K 0.04% 311

Other funds holding OPER

USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $135M AUM 32.3% 1-Year Est. Return
LHC
Little House Capital Braintree, Massachusetts $387M AUM 27.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CIC Wealth Rockville, Maryland $387M AUM 36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFGO
Legacy Financial Group (Oklahoma) Tulsa, Oklahoma $378M AUM 17.31% 1-Year Est. Return

V Wealth Advisors's OPER Position: Q3 2023 in Review

V Wealth Advisors reduced its ClearShares Ultra-Short Maturity ETF (OPER) stake by 8.2% in Q3 2023, selling an estimated $21.3K and leaving 2,378 shares worth $238K. The position accounts for 0.19% of the portfolio, ranked #96.

V Wealth Advisors first reported a position in OPER in Q2 2023 and has held it in 2 quarters since. The position peaked at $260K in Q2 2023. 28 funds tracked by Wall St. Rank hold OPER as of Q3 2023.

  • V Wealth Advisors held 2,378 shares of ClearShares Ultra-Short Maturity ETF worth $238K as of Q3 2023.
  • V Wealth Advisors sold 212 ClearShares Ultra-Short Maturity ETF shares in Q3 2023, an estimated $21.3K.
  • ClearShares Ultra-Short Maturity ETF made up 0.19% of V Wealth Advisors's portfolio in Q3 2023, its #96 holding.
  • V Wealth Advisors first reported a position in ClearShares Ultra-Short Maturity ETF in Q2 2023 and has held it in 2 quarters since.
  • V Wealth Advisors's ClearShares Ultra-Short Maturity ETF position peaked at $260K in Q2 2023.
  • 28 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.